IWC
CALM icon

Integrated Wealth Concepts’s Cal-Maine CALM Stock Holding History

Integrated Wealth Concepts’s Portfolio CALM Stock Details CALM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.39M Buy
42,834
+562
+1% +$46.2K 0.03% 564
2025
Q4 		$3.36M Buy
42,272
+7,934
+23% +$697K 0.04% 399
2025
Q3 		$3.23M Sell
34,338
-1,331
-4% -$142K 0.03% 510
2025
Q2 		$3.55M Sell
35,669
-2,187
-6% -$209K 0.04% 434
2025
Q1 		$3.44M Buy
37,856
+1,235
+3% +$122K 0.04% 417
2024
Q4 		$3.77M Sell
36,621
-4,365
-11% -$412K 0.04% 354
2024
Q3 		$3.07M Sell
40,986
-1,217
-3% -$84.2K 0.04% 420
2024
Q2 		$2.58M Buy
+42,203
New +$2.5M 0.04% 434

Other funds holding CALM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return